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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo

Nombre AUM Crecimiento
de AUM
AUM
Crecimiento %
Trim.
Rend. est.
Rendimiento est.
a 3 años
Posiciones en cartera Rotación de cartera Tenencia prom.
(años)
Whale Rock Capital Management
1476
Whale Rock Capital Management
Massachusetts
USD 576 M +USD 132 M +30% 38.1% 1,326% 38 44.74% 0.2
EC
1477
Everest Capital
Florida
USD 575 M -USD 103 M -15% 17.4% – 52 51.92% 0.2
VFS
1478
VSR Financial Services
Kansas
USD 574 M +USD 66.9 M +13% 4.26% 20.7% 591 23.18% 0.2
Blum Capital Partners
1479
Blum Capital Partners
California
USD 574 M -USD 38.7 M -6% 3.39% 47.9% 8 25% 0.3
Edgemoor Investment Advisors
1480
Edgemoor Investment Advisors
Maryland
USD 573 M +USD 9.34 M +2% 4.4% 109% 141 12.77% 0.2
Basso Capital Management
1481
Basso Capital Management
Connecticut
USD 573 M +USD 38.1 M +7% 0.52% 85.5% 131 45.8% 0.1
Hourglass Capital
1482
Hourglass Capital
Texas
USD 573 M +USD 29 M +5% 5.45% 89.6% 122 13.11% 0.2
MSI Financial Services
1483
MSI Financial Services
Massachusetts
USD 572 M +USD 74.2 M +15% 4.7% 19.4% 2,643 21.38% 0.2
AAA
1484
Adams Asset Advisors
Texas
USD 571 M -USD 72 M -11% 2.24% 66.8% 97 19.59% 0.2
NCM
1485
Newgate Capital Management
Connecticut
USD 571 M -USD 146 M -20% 8.33% 7.68% 158 42.41% 0.2
Crestwood Advisors Group
1486
Crestwood Advisors Group
Massachusetts
USD 570 M +USD 29.8 M +6% 3.59% 82.7% 132 8.33% 0.2
SCI
1487
S&CO Inc
Massachusetts
USD 570 M -USD 88.8 M -13% 6.37% 68.8% 132 9.85% 0.2
NBW Capital
1488
NBW Capital
Massachusetts
USD 570 M +USD 44.1 M +8% 5.66% 86% 111 17.12% 0.2
Ledyard National Bank
1489
Ledyard National Bank
USD 568 M +USD 28.7 M +5% 4.24% 80.7% 454 13% 0.2
RNS
1490
Robert N. Shapiro
USD 567 M +USD 90.8 M +19% 5.62% – 1,052 17.97% 0.2
OH
1491
Overlook Holdings
British Virgin Islands
USD 567 M +USD 113 M +25% 44.5% – 3 0% 0.3
Viking Fund Management
1492
Viking Fund Management
North Dakota
USD 565 M +USD 21 M +4% 13.9% 105% 50 16% 0.2
PSI
1493
Pinnacle Summer Investments
Virginia
USD 564 M +USD 158 M +39% 3.18% – 1,029 25.46% 0.2
Broadfin Capital
1494
Broadfin Capital
New York
USD 563 M +USD 52.1 M +10% 27.4% 298% 65 32.31% 0.2
Summit Creek Advisors
1495
Summit Creek Advisors
Minnesota
USD 562 M +USD 27.9 M +5% 16.3% 68.8% 52 11.54% 0.2
Freestone Capital Holdings
1496
Freestone Capital Holdings
Washington
USD 562 M +USD 74.1 M +15% 7.83% 86.9% 451 53.88% 0.1
Grandfield & Dodd
1497
Grandfield & Dodd
New York
USD 561 M +USD 32.8 M +6% 7.3% 70.8% 176 7.39% 0.2
Cetera Advisors
1498
Cetera Advisors
Colorado
USD 561 M +USD 81.6 M +17% 4.77% 27.6% 482 26.97% 0.2
Sureview Capital
1499
Sureview Capital
Connecticut
USD 560 M +USD 58.9 M +12% 27% – 53 56.6% 0.1
Glovista Investments
1500
Glovista Investments
New Jersey
USD 559 M +USD 112 M +25% 5.61% 2.48% 79 41.77% 0.2